IFG Advisory’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $730K | Sell |
1,031
-80
| -7% | -$56.6K | 0.04% | 405 |
|
|
2025
Q1 | $607K | Sell |
1,111
-254
| -19% | -$139K | 0.03% | 398 |
|
|
2024
Q4 | $782K | Buy |
+1,365
| New | +$782K | 0.04% | 335 |
|
|
2024
Q3 | – | Sell |
-1,605
| Closed | -$726K | – | 474 |
|
|
2024
Q2 | $726K | Buy |
+1,605
| New | +$726K | 0.05% | 340 |
|
|
2024
Q1 | – | Sell |
-1,329
| Closed | -$513K | – | 451 |
|
|
2023
Q4 | $513K | Sell |
1,329
-999
| -43% | -$385K | 0.04% | 362 |
|
|
2023
Q3 | $754K | Buy |
+2,328
| New | +$754K | 0.06% | 266 |
|
|
2023
Q2 | – | Sell |
-2,432
| Closed | -$796K | – | 388 |
|
|
2023
Q1 | $796K | Sell |
2,432
-414
| -15% | -$135K | 0.07% | 239 |
|
|
2022
Q4 | $977K | Sell |
2,846
-19
| -0.7% | -$6.52K | 0.1% | 214 |
|
|
2022
Q3 | $839K | Sell |
2,865
-3
| -0.1% | -$879 | 0.08% | 236 |
|
|
2022
Q2 | $852K | Sell |
2,868
-2,920
| -50% | -$867K | 0.09% | 214 |
|
|
2022
Q1 | $1.91M | Sell |
5,788
-3,652
| -39% | -$1.21M | 0.19% | 134 |
|
|
2021
Q4 | $3.61M | Sell |
9,440
-70
| -0.7% | -$26.8K | 0.35% | 60 |
|
|
2021
Q3 | $3.6M | Buy |
9,510
+2,027
| +27% | +$766K | 0.39% | 54 |
|
|
2021
Q2 | $2.84M | Buy |
7,483
+3,788
| +103% | +$1.44M | 0.32% | 69 |
|
|
2021
Q1 | $1.21M | Buy |
3,695
+1,395
| +61% | +$456K | 0.15% | 162 |
|
|
2020
Q4 | $606K | Buy |
2,300
+693
| +43% | +$183K | 0.08% | 236 |
|
|
2020
Q3 | $322K | Buy |
1,607
+3
| +0.2% | +$601 | 0.05% | 311 |
|
|
2020
Q2 | $317K | Buy |
1,604
+107
| +7% | +$21.1K | 0.06% | 296 |
|
|
2020
Q1 | $231K | Sell |
1,497
-298
| -17% | -$46K | 0.05% | 316 |
|
|
2019
Q4 | $412K | Hold |
1,795
| – | – | 0.08% | 265 |
|
|
2019
Q3 | $372K | Sell |
1,795
-62
| -3% | -$12.8K | 0.07% | 267 |
|
|
2019
Q2 | $379K | Buy |
1,857
+177
| +11% | +$36.1K | 0.07% | 234 |
|
|
2019
Q1 | $322K | Buy |
+1,680
| New | +$322K | 0.06% | 257 |
|
|
2018
Q4 | – | Sell |
-1,046
| Closed | -$234K | – | 340 |
|
|
2018
Q3 | $234K | Buy |
1,046
+86
| +9% | +$19.2K | 0.04% | 332 |
|
|
2018
Q2 | $211K | Buy |
960
+78
| +9% | +$17.1K | 0.04% | 331 |
|
|
2018
Q1 | $222K | Buy |
+882
| New | +$222K | 0.05% | 309 |
|